Client Service Associate

Acadian Asset Management; Boston (MA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

A leading investment management firm in Boston is seeking a Client Service Associate to enhance client experiences and support Relationship Managers. The role requires strong communication and organizational skills, along with relevant experience in financial services. This position offers a hybrid work environment with opportunities for professional growth.

Benefits

Medical Insurance

Vision Insurance

401(k)

Paid Maternity Leave

Paid Paternity Leave

Qualifications

• 3 - 6 years of relevant client service experience in investment management or financial services.

Responsibilities

• Support Relationship Managers in servicing clients effectively.
• Track and maintain client information and facilitate account transitions.
• Communicate with internal and external parties regarding client needs.

Skills

Interpersonal Skills

Organizational Skills

Communication Skills

Attention to Detail

Business Judgment

Education

Bachelor’s Degree

Job description

Join to apply for the Client Service Associate role at Acadian Asset Management

Join to apply for the Client Service Associate role at Acadian Asset Management

Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of December 31, 2024, the firm managed approximately US$117 billion on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad.

Position Overview:

We are seeking a Client Service Associate to join our North America Client Service team. Client Service Associates support Relationship Managers by helping to plan client calls and meetings, gather and review meeting materials, communicate with clients, write meeting notes, execute follow-up, uncover potential cross-sell opportunities, and ensure a best-in-class client experience. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term path into institutional client service, sales or consultant relations. Our ideal candidate will have prior client service experience in asset management or financial services.

Acadian supports a hybrid work environment, employees are on-site in the Boston office 3 days a week.

What You’ll Do:

• Support the efforts of Relationship Managers to properly and proactively service clients
• Track and maintain client information and facilitate account openings, transitions, restructurings and closings
• Communicate effectively with internal (e.g. Compliance, Operations, Performance, Portfolio Construction) and external parties (clients, custodians)
• Schedule, track and prepare materials for client meetings
• Understand individual client needs/concerns and tailor responses to client requests accordingly
• Attend onsite meetings and conference calls, write and distribute meeting notes internally
• Develop a strong understanding of needs across client types
• Acquire a deep understanding of Acadian Asset Management, its resources, and how other functional groups are integrated into its business processes

We’re Looking for Teammates With:

• A bachelor’s degree or equivalent with strong academic credentials
• 3 - 6 years of relevant client service experience within investment management, financial services, or operations
• Ability to meet deadlines while juggling multiple projects in a fast-paced environment
• Excellent interpersonal and organizational skills
• Highly effective communication skills, both written and verbal
• Superior attention to detail and the ability to independently see deliverables through to completion
• Strong business judgment
• A team player mentality

Why Work Here: Acadian is a quantitative investment firm where ideas are empowered by technology. Our team is made up of a diverse mix of professionals who thrive in a culture that fosters ingenuity through collaboration and transparency. We offer a casual office environment, top-notch benefits, and excellent professional and personal development opportunities.

To apply for this position or view Acadian’s open roles, please visit the Careers section of our website at: http://www.acadian-asset.com/careers/Job-opportunities. We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, veteran status, citizenship status, disability, gender identity, or sexual orientation.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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